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Efficient ETL Process: Excel to CiviCRM with Smart Imports

Learn how to easily and efficiently import data from Excel to CiviCRM using scripted imports and a new language for transformation. This guide covers using conventions, language constructs, Excel functions, and a PHP extension function for typical membership file imports. Prerequisites include settings.php configuration and basic understanding of ETL processes.

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Efficient ETL Process: Excel to CiviCRM with Smart Imports

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  1. The reality of ETL For my customers: How to get from Excel to CiviCRM the easiest, fastest, cheapest way possible

  2. Scripted imports • The idea: • Describe the Transform with a language ‘smarty for imports’ • Make it easy: • Use ‘conventions’ • Use language constructs • Use Excel – it’s not that bad, really! filter, search/replace, split columns, lookup tables, etc. • Write a PHP function (extends the language)

  3. Typical – membership file • Prefix, First Name, Last Name, Custom fields • Organization Name, Job Title • Membership Type, Start Date, End Date • Main Phone, Work Phone, Main Fax • Main Email, Home Email • Address • Website

  4. Syntax: settings.php

  5. Behind the curtain

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